Charles Schwab Completes Acquisition of Forge Global

Mar 6

1 min read

Charles Schwab. (2026, March 2). Charles Schwab Completes Acquisition of Forge Global. Schwab Press Room. https://pressroom.aboutschwab.com/press-releases/press-release/2026/Charles-Schwab-Completes-Acquisition-of-Forge-Global/default.aspx

The Charles Schwab Corporation has officially completed its acquisition of Forge Global Holdings, Inc., a leading marketplace for private securities.
The deal was announced back in November (see Schwab to Acquire Forge For $660mm, Expanding Access to Private Markets)
This acquisition allows Schwab to offer its retail and advisor clients direct and indirect access to pre-IPO company shares.
Forge Global will maintain its current operations and issuer relationships while work begins to integrate its infrastructure into the Schwab ecosystem.
Schwab intends to scale Forge’s technology and data services across its platform to support wealth creation for individual investors and Registered Investment Advisors.

Knote: This announcement comes just a few days before Robinhood's pricing of their Ventures I fund (probably not a coincidence). Fidelity also announced this week that they were increasing their Alts2Wealth presence with new model portfolios and education. Taken together, it is shaping up to be a big week for Alts2Wealth.